For Retirement, Income Matters as Much as Savings
A recent poll of pre-retirees suggests that truth risks being ignored. Provided by Dane A. Wilson, Financial Advisor Steady income or a lump sum? Last year, financial services firm TIAA…
Planning to Move in Retirement?
Considerations before relocating to another state in retirement Many people plan to relocate to a warmer climate once they retire. But before you load the moving van, consider the state…
Comprehensive Financial Planning: What It Is, Why It Matters
Your approach to building wealth should be built around your goals & values. Provided by Dane A. Wilson, Wealth Management Advisor Just what is comprehensive financial planning? As you invest…
Cash Balance Plans
More professional practices (and practice groups) should look into Cash Balance Plans. Provided by Dane A. Wilson, Wealth Management Advisor In corporate America, pension plans are fading away: 59% of…
Is Your Company’s Retirement Plan as Good as It Could Be?
Many retirement plans need refining. Others need to avoid conflicts with Department of Labor rules. Provided by Dane A. Wilson, Wealth Management Advisor At times, running your business takes every…
Have a Plan, Not Just a Stock Portfolio
Diversification still matters. One day, this bull market will end. Provided by Dane A. Wilson, Wealth Management Advisor In the first quarter of 2017, the bull market seemed unstoppable. The…
2016 IRA Contributions — It’s Not Too Late!
Yes, there’s still time to make 2016 contributions to your IRA. The deadline for such contributions is April 18, 2017. If the contribution is deductible, it will lower your 2016…
Safe Harbor Deduction
Tangible property safe harbors help maximize deductions If last year your business made repairs to tangible property, such as buildings, machinery, equipment or vehicles, you may be eligible for a…
October Is National Financial Planning Month
Saving is a great start, but planning to reach your financial goals is even better. Provided by Dane A. Wilson, Wealth Management Advisor Are you saving for retirement? Great. Are…
The Brexit Shakes Global Markets
A worldwide selloff occurs after the United Kingdom votes to leave the European Union. Provided by Dane A. Wilson, Wealth Management Advisor A wave of anxiety hit Wall Street Friday…